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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,943 | $81,668-71.9% | $58,507-60.8% | $139,487-83.6% |
| Participation rate | 23.8% | 61.3%-37.5pp | 50.9%-27.1pp | 80.3%-56.5pp |
| Annual return | 33.34% | 7430.07%-7396.7pp | 4252.32%-4219.0pp | 373.84%-340.5pp |
| Employer contribution / active EE | $365 | $1,398-73.9% | $1,053-65.3% | $4,755-92.3% |
| Participant deferral / active EE | $2,340 | $2,554-8.4% | $1,922+21.7% | $6,713-65.1% |
| Admin fee / account holder | $0 | $3,212-100.0% | $2,486-100.0% | $11,407-100.0% |